13F

Investor

BAILARD, INC.

CIK 0000750641 · filed 2026-02-04 · SEC filing

13F book

$4.52B

Positions

744

Largest name

5.0%

Apple Inc. · AAPL

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL828.5K$225.2M5.0%Held
Microsoft CorpMSFT422.9K$204.5M4.5%Held
Nvidia CorpNVDA914.4K$170.5M3.8%Held
Alphabet Inc461.4K$144.4M3.2%Held
Spdr S&P 500 Etf Tr202.6K$138.1M3.1%Held
Invesco Qqq Tr220.9K$135.7M3.0%Held
Spdr Gold Tr310.9K$123.2M2.7%Held
Ishares Tr1.27M$122.2M2.7%Held
Gilead Sciences, Inc.GILD734.1K$90.1M2.0%Held
Vanguard World Fd113.9K$85.8M1.9%Held
Ishares Tr1.44M$82.7M1.8%Held
J P Morgan Exchange Traded F1.45M$74.1M1.6%Held
Ishares Tr794.4K$71.1M1.6%Held
Vanguard Index Fds202.1K$67.8M1.5%Held
Ishares Tr2.82M$64.6M1.4%Held
Amazon Com IncAMZN259K$59.8M1.3%Held
Visa Inc.V154.5K$54.2M1.2%Held
Vanguard Index Fds249.2K$52.8M1.2%Held
Jpmorgan Chase & Co.154.8K$49.9M1.1%Held
Ishares Tr69.8K$47.8M1.1%Held
Broadcom Inc.AVGO125.7K$43.5M1.0%Held
Ishares Tr1.88M$43.3M1.0%Held
Vanguard Index Fds67.5K$42.3M0.9%Held
Meta Platforms, Inc.META61.1K$40.3M0.9%Held
J P Morgan Exchange Traded F794.5K$40.1M0.9%Held
Vanguard Intl Equity Index F540.7K$39.8M0.9%Held
Taiwan Semiconductor Mfg Ltd127.9K$38.9M0.9%Held
Morgan Stanley194.3K$34.5M0.8%Held
Costco Whsl Corp New39.4K$33.9M0.8%Held
Select Sector Spdr Tr233.2K$33.6M0.7%Held
Alphabet Inc99.9K$31.3M0.7%Held
Tjx Cos Inc New203.8K$31.3M0.7%Held
Home Depot, Inc.HD90.3K$31.1M0.7%Held
Johnson & JohnsonJNJ149.4K$30.9M0.7%Held
Ishares Tr270.8K$30.8M0.7%Held
Cummins IncCMI57.4K$29.3M0.6%Held
BlackRock, Inc.BLK26.7K$28.6M0.6%Held
Vanguard Malvern Fds538.7K$26.6M0.6%Held
Kla CorpKLAC21.6K$26.2M0.6%Held
Netflix IncNFLX248K$23.3M0.5%Held
Uber Technologies, IncUBER283K$23.1M0.5%Held
Trane Technologies PlcTT58.9K$22.9M0.5%Held
Qualcomm Inc132.3K$22.6M0.5%Held
Ishares Tr199.5K$21.3M0.5%Held
Intuit Inc.INTU31.3K$20.7M0.5%Held
Procter And Gamble CoPG142.1K$20.4M0.5%Held
Ishares Tr307.2K$20.3M0.4%Held
Unitedhealth Group IncUNH60.2K$19.9M0.4%Held
Palo Alto Networks IncPANW106K$19.5M0.4%Held
Spotify Technology S.A.SPOT33.3K$19.3M0.4%Held
Boston Scientific CorpBSX202.2K$19.3M0.4%Held
Chubb Limited60.2K$18.8M0.4%Held
Vanguard Tax-Managed Fds299.5K$18.7M0.4%Held
Eaton Corp PlcETN56.8K$18.1M0.4%Held
Waste Mgmt Inc Del79.7K$17.5M0.4%Held
Steel Dynamics IncSTLD102K$17.3M0.4%Held
Ishares Tr130.1K$16.8M0.4%Held
ConocophillipsCOP177.5K$16.6M0.4%Held
S&P Global Inc.SPGI31.7K$16.6M0.4%Held
Vanguard Intl Equity Index F303.8K$16.3M0.4%Held
Chevron Corp NewCVX107K$16.3M0.4%Held
Amgen IncAMGN49.6K$16.2M0.4%Held
Danaher Corporation69.4K$15.9M0.4%Held
Ishares Tr294K$15.8M0.4%Held
Vertex Pharmaceuticals Inc34K$15.4M0.3%Held
Berkshire Hathaway Inc Del29.3K$14.7M0.3%Held
AstraZeneca PLCAZN159K$14.6M0.3%Held
Ishares Tr121.6K$14.6M0.3%Held
Ishares Tr212.4K$14.3M0.3%Held
Eli Lilly & CoLLY12.8K$13.7M0.3%Held
Ishares Tr247.5K$13.5M0.3%Held
Accenture Plc Ireland49.1K$13.2M0.3%Held
AbbVie Inc.ABBV56.2K$12.9M0.3%Held
Ishares Tr69.2K$12.5M0.3%Held
Bank America Corp227.5K$12.5M0.3%Held
Ishares Tr129.5K$12.5M0.3%Held
Ishares Tr112.8K$12.4M0.3%Held
Capital One Finl Corp51K$12.4M0.3%Held
Adobe Inc.ADBE35.2K$12.3M0.3%Held
Oracle Corp62.7K$12.2M0.3%Held
ServiceNow, Inc.NOW79.3K$12.2M0.3%Held
Pimco Etf Tr230.9K$12.1M0.3%Held
Abbott LabsABT93.3K$11.7M0.3%Held
Vanguard Index Fds40K$11.6M0.3%Held
Mcdonalds CorpMCD37.9K$11.6M0.3%Held
Vanguard Index Fds130.7K$11.6M0.3%Held
Cisco Sys Inc149.2K$11.5M0.3%Held
Pepsico IncPEP79.2K$11.4M0.3%Held
Prologis Inc.89K$11.4M0.3%Held
Expedia Group, Inc.EXPE39.9K$11.3M0.3%Held
Caterpillar IncCAT19.7K$11.3M0.2%Held
Disney Walt Co97.6K$11.1M0.2%Held
Pnc Finl Svcs Group Inc50.8K$10.6M0.2%Held
Coca Cola CoKO149.5K$10.5M0.2%Held
Ishares Tr191.3K$10.1M0.2%Held
Spdr Index Shs Fds197.8K$9.98M0.2%Held
Texas Instrs Inc56.1K$9.73M0.2%Held
Vanguard World Fd24.6K$9.69M0.2%Held
Ishares Tr213.5K$9.53M0.2%Held
Linde PlcLIN21.7K$9.27M0.2%Held
Ishares Tr37.4K$9.21M0.2%Held
Applovin CorpAPP13.3K$8.95M0.2%Held
Valero Energy Corp54.8K$8.92M0.2%Held
Schwab Strategic Tr367.7K$8.84M0.2%Held
Advanced Micro Devices IncAMD40.6K$8.69M0.2%Held
Stryker CorpSYK24.7K$8.66M0.2%Held
Zoetis Inc.ZTS66.8K$8.41M0.2%Held
Ishares Tr180.5K$8.3M0.2%Held
Asml Holding N V7.69K$8.23M0.2%Held
American Express CoAXP21.4K$7.91M0.2%Held
Lam Research CorpLRCX45.5K$7.79M0.2%Held
Citigroup Inc66.7K$7.78M0.2%Held
Micron Technology IncMU27.3K$7.78M0.2%Held
Applied Matls Inc30.1K$7.75M0.2%Held
Sysco CorpSYY100.7K$7.42M0.2%Held
Select Sector Spdr Tr133.5K$7.31M0.2%Held
Vanguard World Fd25.1K$7.24M0.2%Held
Sea LtdSE55.1K$7.02M0.2%Held
Shopify Inc.SHOP43.4K$6.98M0.2%Held
Vanguard Star Fds91.1K$6.87M0.2%Held
Pure Storage IncP101K$6.77M0.1%Held
Ishares Tr89.9K$6.75M0.1%Held
L3harris Technologies Inc22.9K$6.74M0.1%Held
Crowdstrike Hldgs Inc14.2K$6.67M0.1%Held
Ishares Tr138.3K$6.28M0.1%Held
Ishares Tr19K$6.13M0.1%Held
Datadog, Inc.DDOG44.7K$6.08M0.1%Held
Cadence Design System Inc19.5K$6.08M0.1%Held
Ishares Tr242.4K$6.05M0.1%Held
Ishares Tr72.1K$5.97M0.1%Held
Spdr Series Trust64K$5.85M0.1%Held
Schwab Strategic Tr215.4K$5.8M0.1%Held
Arista Networks, Inc.ANET41.9K$5.49M0.1%Held
Exxon Mobil Corp45.3K$5.45M0.1%Held
Nextera Energy Inc67.4K$5.41M0.1%Held
Schwab Charles Corp53.2K$5.31M0.1%Held
Ishares Tr112.4K$5.23M0.1%Held
Automatic Data Processing In19.9K$5.12M0.1%Held
Ishares Inc114.3K$5.05M0.1%Held
Take-Two Interactive Softwar19.5K$5M0.1%Held
Allstate Corp23.7K$4.93M0.1%Held
Goldman Sachs Group Inc5.6K$4.93M0.1%Held
Ishares Tr52.7K$4.91M0.1%Held
Vanguard World Fd16.1K$4.82M0.1%Held
Kinross Gold Corp170K$4.79M0.1%Held
Ishares Tr89.2K$4.77M0.1%Held
Aflac IncAFL42.3K$4.67M0.1%Held
DoorDash, Inc.DASH20.6K$4.66M0.1%Held
Emerson Elec Co34.8K$4.62M0.1%Held
Janus Detroit Str Tr96.8K$4.42M0.1%Held
Spdr Series Trust152.1K$4.39M0.1%Held
Dbx Etf Tr118K$4.36M0.1%Held
Invesco Exchange Traded Fd T22.2K$4.25M0.1%Held
International Business Machs14.2K$4.2M0.1%Held
Amplify Etf Tr64.3K$4.2M0.1%Held
Southern Co46.8K$4.08M0.1%Held
Ishares Tr39.5K$4.05M0.1%Held
Mondelez Intl Inc74.6K$4.01M0.1%Held
Duke Energy Corp New34.2K$4.01M0.1%Held
Ishares Tr30.9K$3.99M0.1%Held
Thermo Fisher Scientific Inc.TMO6.87K$3.98M0.1%Held
Bank New York Mellon Corp34.1K$3.96M0.1%Held
Salesforce, Inc.CRM14.9K$3.95M0.1%Held
Hubspot IncHUBS9.82K$3.94M0.1%Held
Northrop Grumman Corp6.89K$3.93M0.1%Held
Ishares Tr197.6K$3.92M0.1%Held
Vanguard Specialized Funds17.6K$3.87M0.1%Held
NIKE, Inc.NKE60.7K$3.87M0.1%Held
Spdr Series Trust45.2K$3.82M0.1%Held
Vanguard World Fd18K$3.81M0.1%Held
Ishares Gold Tr46.7K$3.79M0.1%Held
Spdr Series Trust141.8K$3.75M0.1%Held
Te Connectivity PlcTEL16.4K$3.73M0.1%Held
Ishares Tr22K$3.69M0.1%Held
Spdr S&P Midcap 400 Etf Tr6.02K$3.63M0.1%Held
Illinois Tool Wks Inc14.7K$3.63M0.1%Held
Union Pac Corp15.7K$3.62M0.1%Held
Microchip Technology Inc.55.8K$3.55M0.1%Held
Honeywell Intl Inc17.8K$3.47M0.1%Held
Spdr Series Trust37.9K$3.45M0.1%Held
Snap-on IncSNA9.96K$3.43M0.1%Held
Vanguard Mun Bd Fds67.3K$3.39M0.1%Held
Walmart Inc.WMT30.3K$3.37M0.1%Held
Ishares Tr35.3K$3.36M0.1%Held
Autozone IncAZO969$3.29M0.1%Held
Sap Se13.5K$3.28M0.1%Held
Ishares Tr23.4K$3.27M0.1%Held
Evergy, Inc.EVRG45K$3.26M0.1%Held
Sprott Asset Management Lp97.7K$3.22M0.1%Held
Intel CorpINTC86.7K$3.2M0.1%Held
Hartford Insurance Group Inc23.1K$3.18M0.1%Held
Dutch Bros Inc.BROS51.5K$3.15M0.1%Held
Dexcom IncDXCM46.7K$3.1M0.1%Held
Huntington Ingalls Inds Inc8.84K$3.01M0.1%Held
Ishares Tr68.8K$2.93M0.1%Held
Fifth Third Bancorp61.9K$2.9M0.1%Held
Ishares Tr46K$2.82M0.1%Held
Xylem Inc.XYL20.5K$2.79M0.1%Held
Wells Fargo Co New29.5K$2.75M0.1%Held
Merck & Co., Inc.MRK26.1K$2.75M0.1%Held
Vanguard Intl Equity Index F19.4K$2.74M0.1%Held
Mastercard IncMA4.67K$2.66M0.1%Held
Comcast Corp New88.5K$2.65M0.1%Held
Regeneron Pharmaceuticals, Inc.REGN3.37K$2.6M0.1%Held
Tesla, Inc.TSLA5.78K$2.6M0.1%Held
Spdr Series Trust88.7K$2.6M0.1%Held
J P Morgan Exchange Traded F55.7K$2.59M0.1%Held
Starbucks CorpSBUX30.6K$2.57M0.1%Held
Ishares Tr23.5K$2.51M0.1%Held
Ishares Tr35.7K$2.48M0.1%Held
Cheniere Energy, Inc.LNG12.6K$2.44M0.1%Held
J P Morgan Exchange Traded F46.8K$2.38M0.1%Held
Vanguard Index Fds9.23K$2.38M0.1%Held
Putnam Etf Trust63.8K$2.37M0.1%Held
Ishares Tr19.2K$2.36M0.1%Held
Prudential Finl Inc20.6K$2.33M0.1%Held
United Parcel Service IncUPS23.4K$2.32M0.1%Held
Lowes Cos Inc9.46K$2.28M0.1%Held
Corning Inc25.6K$2.24M0.1%Held
Target CorpTGT22.9K$2.24M0.1%Held
Ishares Tr6.45K$2.21M0.0%Held
Booking Holdings Inc.BKNG413$2.21M0.0%Held
Nisource Inc.NI52.1K$2.18M0.0%Held
Cardinal Health IncCAH10.6K$2.17M0.0%Held
Eog Res Inc20.4K$2.14M0.0%Held
Idexx Labs Inc3.04K$2.06M0.0%Held
Janus Henderson Group Plc43K$2.05M0.0%Held
Select Sector Spdr Tr50.3K$2.03M0.0%Held
Novartis Ag14.4K$1.99M0.0%Held
Ryder Sys Inc10.3K$1.97M0.0%Held
Synopsys IncSNPS4.2K$1.97M0.0%Held
Vanguard World Fd10.1K$1.95M0.0%Held
Public Svc Enterprise Grp In24K$1.93M0.0%Held
Schwab Strategic Tr58.5K$1.91M0.0%Held
Gallagher Arthur J & Co7.32K$1.9M0.0%Held
Schwab Strategic Tr66.4K$1.89M0.0%Held
Ebay IncEBAY21.5K$1.88M0.0%Held
Mckesson CorpMCK2.27K$1.86M0.0%Held
Ecolab Inc.ECL7.07K$1.86M0.0%Held
Verizon Communications IncVZ45.5K$1.85M0.0%Held
Deere & CoDE3.97K$1.85M0.0%Held
Welltower Inc.WELL9.9K$1.84M0.0%Held
DNOW Inc.DNOW137.3K$1.82M0.0%Held
Mitsubishi Ufj Finl Group In113.3K$1.8M0.0%Held
Cyberark Software Ltd4.03K$1.8M0.0%Held
Ishares Tr9.03K$1.79M0.0%Held
Ishares Tr8.43K$1.79M0.0%Held
Electronic Arts Inc.EA8.73K$1.78M0.0%Held
Cbre Group, Inc.CBRE11K$1.77M0.0%Held
Otis Worldwide CorpOTIS19.7K$1.72M0.0%Held
Ww Grainger Inc1.7K$1.72M0.0%Held
Itron, Inc.ITRI18.5K$1.71M0.0%Held
Elevance Health Inc Formerly4.72K$1.65M0.0%Held
Schwab Strategic Tr50.3K$1.65M0.0%Held
Ishares Tr17K$1.62M0.0%Held
Ceco Environmental CorpCECO27K$1.62M0.0%Held
Cigna GroupCI5.83K$1.61M0.0%Held
Thrivent Etf Trust38K$1.58M0.0%Held
Spdr Index Shs Fds43.9K$1.58M0.0%Held
Ormat Technologies, Inc.ORA14.2K$1.57M0.0%Held
Fastenal CoFAST38.4K$1.54M0.0%Held
Schwab Strategic Tr58.8K$1.54M0.0%Held
Monster Beverage Corp New20.1K$1.54M0.0%Held
Vanguard World Fd12.6K$1.53M0.0%Held
Xcel Energy Inc20.5K$1.52M0.0%Held
Five Below, IncFIVE7.95K$1.5M0.0%Held
Vontier CorpVNT39.6K$1.47M0.0%Held
Insight Enterprises IncNSIT18K$1.47M0.0%Held
Unum Group18.8K$1.46M0.0%Held
Ishares Tr3.07K$1.45M0.0%Held
UBS Group AGUBS31.2K$1.44M0.0%Held
Sony Group Corp56.2K$1.44M0.0%Held
NetApp, Inc.NTAP13.3K$1.43M0.0%Held
Spdr Series Trust41.7K$1.41M0.0%Held
Quanta Svcs Inc3.33K$1.41M0.0%Held
Vanguard World Fd7.43K$1.37M0.0%Held
Ishares Inc20.4K$1.37M0.0%Held
Ishares Tr6.47K$1.36M0.0%Held
PENTAIR plcPNR13K$1.35M0.0%Held
Select Sector Spdr Tr11.2K$1.32M0.0%Held
Travelers Companies, Inc.TRV4.55K$1.32M0.0%Held
Autodesk, Inc.ADSK4.45K$1.32M0.0%Held
Select Sector Spdr Tr8.5K$1.32M0.0%Held
Reliance, Inc.RS4.54K$1.31M0.0%Held
Sanofi Sa26.9K$1.31M0.0%Held
Norfolk Southn Corp4.47K$1.29M0.0%Held
Itau Unibanco Hldg S A180K$1.29M0.0%Held
Bank Nova Scotia Halifax17.1K$1.26M0.0%Held
Ishares Tr21.1K$1.26M0.0%Held
Vanguard World Fd9.41K$1.26M0.0%Held
Blackstone Inc.BX8.03K$1.24M0.0%Held
Select Sector Spdr Tr10.3K$1.23M0.0%Held
Ally Finl Inc26.8K$1.21M0.0%Held
Axon Enterprise, Inc.AXON2.13K$1.21M0.0%Held
Best Buy Co IncBBY18K$1.2M0.0%Held
Select Sector Spdr Tr26.8K$1.2M0.0%Held
Humana IncHUM4.68K$1.2M0.0%Held
Caseys Gen Stores Inc2.15K$1.19M0.0%Held
RTX CorpRTX6.41K$1.18M0.0%Held
Alaska Air Group, Inc.ALK22.9K$1.15M0.0%Held
Acuity Inc3.17K$1.14M0.0%Held
First Indl Rlty Tr Inc19.8K$1.13M0.0%Held
General Dynamics CorpGD3.36K$1.13M0.0%Held
Air Prods & Chems Inc4.58K$1.13M0.0%Held
Nushares Etf Tr24.9K$1.12M0.0%Held
Ge Aerospace3.61K$1.11M0.0%Held
American Tower Corp New6.33K$1.11M0.0%Held
Upwork, IncUPWK56.1K$1.11M0.0%Held
Harley-Davidson, Inc.HOG54K$1.11M0.0%Held
Lyondellbasell Industries N25.2K$1.09M0.0%Held
Pfizer IncPFE43.4K$1.08M0.0%Held
Edwards Lifesciences CorpEW12.4K$1.06M0.0%Held
Norwegian Cruise Line Hldg L47.3K$1.06M0.0%Held
Chipotle Mexican Grill IncCMG28.5K$1.06M0.0%Held
Exelon CorpEXC24K$1.05M0.0%Held
Ha Sustainable Infra Cap Inc33.3K$1.05M0.0%Held
Totalenergies SeTTE16K$1.05M0.0%Held
Upstart Hldgs Inc23.9K$1.05M0.0%Held
America Movil Sab De Cv50.2K$1.04M0.0%Held
Rambus Inc Del11.1K$1.02M0.0%Held
Lincoln Edl Svcs Corp42.1K$1.02M0.0%Held
Kohls CorpKSS49.7K$1.02M0.0%Held
Spdr Dow Jones Indl Average2.08K$999.8K0.0%Held
Rio Tinto Plc12.3K$984.8K0.0%Held
Ishares Tr6.88K$970.3K0.0%Held
Toyota Motor Corp4.52K$968.4K0.0%Held
GE Vernova Inc.GEV1.47K$962.1K0.0%Held
Bancorp Inc Del14.2K$958.8K0.0%Held
Ishares Tr5.56K$938.9K0.0%Held
Marvell Technology, Inc.MRVL11K$935.2K0.0%Held
Vanguard World Fd7.42K$934.1K0.0%Held
Cvs Health CorpCVS11.5K$914.2K0.0%Held
Ishares Tr10.8K$912.5K0.0%Held
Hewlett Packard Enterprise C37.8K$908.3K0.0%Held
Ishares Tr6.41K$907.5K0.0%Held
Guidewire Software, Inc.GWRE4.46K$897.1K0.0%Held
Ing Groep N.V.32K$896.2K0.0%Held
Tompkins Finl Corp12.3K$892K0.0%Held
Mercantile Bk Corp18.5K$889.9K0.0%Held
Crane Company4.8K$886.2K0.0%Held
Sabra Health Care REIT, Inc.SBRA46.7K$884.9K0.0%Held
Gsk Plc18K$881.6K0.0%Held
Provident Finl Svcs Inc44.4K$876.9K0.0%Held
Constellium SeCSTM46.1K$869K0.0%Held
Central Pac Finl Corp27.8K$867.4K0.0%Held
Vanguard Intl Equity Index F6.02K$863.2K0.0%Held
Vanguard Index Fds2.71K$853.1K0.0%Held
OUTFRONT Media Inc.OUT35.3K$849.6K0.0%Held
First Merchants Corp22.5K$843.3K0.0%Held
Argenx SEARGX1K$841K0.0%Held
Cno Finl Group Inc19.8K$840.9K0.0%Held
Brixmor Ppty Group Inc32K$838.8K0.0%Held
Zscaler, Inc.ZS3.7K$832.2K0.0%Held
Vodafone Group Plc New62.9K$830.7K0.0%Held
Relx Plc20.5K$829.8K0.0%Held
Barclays Bank Plc22K$827.4K0.0%Held
First Financial Corporation13.6K$821.9K0.0%Held
Vanguard Whitehall Fds5.72K$821.2K0.0%Held
Ishares Silver Tr12.7K$816.3K0.0%Held
Tetra Tech Inc New24.2K$811.7K0.0%Held
Cbl & Assoc Pptys Inc21.9K$810.3K0.0%Held
Shore Bancshares IncSHBI45.7K$808.4K0.0%Held
Northrim Bancorp IncNRIM30.1K$801.9K0.0%Held
National Health Invs Inc10.5K$801.9K0.0%Held
DIEBOLD NIXDORF, IncDBD11.8K$801.1K0.0%Held
Vanguard Admiral Fds Inc8.17K$798.8K0.0%Held
Smartfinancial Inc.SMBK21.2K$784.2K0.0%Held
Vistra Corp.VST4.86K$783.4K0.0%Held
Schwab Strategic Tr28.5K$782.8K0.0%Held
Unilever Plc11.9K$776K0.0%Held
Vanguard World Fd3.71K$770.2K0.0%Held
National Grid Plc9.89K$765.4K0.0%Held
Independent Bk Corp Mich23.3K$756.6K0.0%Held
Berkshire Hathaway Inc Del1$754.8K0.0%Held
Rev Group Inc12.3K$750.3K0.0%Held
Hope Bancorp IncHOPE68.5K$750.2K0.0%Held
Laureate Education, Inc.LAUR22.2K$748.5K0.0%Held
Bhp Group Ltd12.4K$748.3K0.0%Held
Newmark Group, Inc.NMRK43.1K$747.4K0.0%Held
Postal Realty Trust, Inc.PSTL46.3K$747.3K0.0%Held
Ishares Tr4.72K$744.5K0.0%Held
Healthcare Svcs Group Inc38.9K$743.8K0.0%Held
Select Sector Spdr Tr4.79K$742.8K0.0%Held
Sumitomo Mitsui Finl Group I38.4K$741.7K0.0%Held
Mizuho Financial Group Inc100.7K$737.1K0.0%Held
Alibaba Group Hldg Ltd5.02K$736.3K0.0%Held
Resideo Technologies, Inc.REZI20.9K$735.5K0.0%Held
Acres Commercial Realty Corp34.2K$729.7K0.0%Held
Gulfport Energy CorpGPOR3.48K$724.8K0.0%Held
Schwab Strategic Tr16.3K$724.8K0.0%Held
Ishares Tr7.72K$724.6K0.0%Held
National Fuel Gas CoNFG9.04K$723.5K0.0%Held
Hologic Inc9.63K$717.5K0.0%Held
Sanmina CorpSANM4.78K$717.2K0.0%Held
Ppg Inds Inc7K$716.7K0.0%Held
Excelerate Energy, Inc.EE25.5K$715.3K0.0%Held
Kearny Finl Corp Md95.9K$710.8K0.0%Held
Worthington Enterprises, Inc.WOR13.7K$706.5K0.0%Held
O-I Glass Inc47.7K$704.1K0.0%Held
Bar Hbr Bankshares22.6K$702.4K0.0%Held
Quest Diagnostics IncDGX4.05K$702.1K0.0%Held
Vanguard World Fd1.7K$701.7K0.0%Held
Dimensional Etf Trust15.1K$701.6K0.0%Held
Liveramp Hldgs Inc23.8K$699K0.0%Held
Sonoco Prods Co16K$698.2K0.0%Held
Pediatrix Medical Group, Inc.MD32.5K$695.2K0.0%Held
Commercial Metals CoCMC10K$692.2K0.0%Held
OPENLANE, Inc.OPLN23.1K$687.9K0.0%Held
Avista CorpAVA17.8K$686K0.0%Held
Mohawk Inds Inc6.26K$684.8K0.0%Held
Northwestern Energy Group In10.6K$684.1K0.0%Held
Vanguard Index Fds3.27K$683.8K0.0%Held
M/I Homes, Inc.MHO5.3K$678.1K0.0%Held
Capital City Bk Group Inc15.9K$678.1K0.0%Held
Ishares Tr4.93K$675K0.0%Held
Pinnacle Finl Partners Inc7.05K$672.3K0.0%Held
Proto Labs IncPRLB13.3K$671.9K0.0%Held
BorgWarner IncBWA14.8K$666.9K0.0%Held
Millrose Pptys Inc22.2K$662.9K0.0%Held
Taylor Morrison Home Corp11.2K$659.3K0.0%Held
Iron Mtn Inc Del7.94K$658.8K0.0%Held
Palantir Technologies Inc.PLTR3.7K$657.7K0.0%Held
Whirlpool Corp9.09K$655.8K0.0%Held
Skywest IncSKYW6.5K$652.7K0.0%Held
Northwest Nat Hldg Co13.9K$650.8K0.0%Held
Rush Enterprises Inc11.9K$641.9K0.0%Held
Vanguard World Fd2.55K$639.7K0.0%Held
Ishares Tr4.86K$639.1K0.0%Held
Mgic Invt Corp Wis21.4K$626.5K0.0%Held
Dana IncDAN25.6K$608.3K0.0%Held
Par Pac Holdings Inc17.3K$607.9K0.0%Held
Bloom Energy CorpBE6.98K$606.6K0.0%Held
Chemed Corp New1.4K$599K0.0%Held
Csx CorpCSX16.5K$596.5K0.0%Held
Wesco Intl Inc2.44K$595.7K0.0%Held
DHT Holdings, Inc.DHT48.7K$594.6K0.0%Held
Progressive Corp2.6K$591.4K0.0%Held
Jackson Financial Inc5.48K$584.1K0.0%Held
Brookfield Corp12.6K$579.4K0.0%Held
Johnson Ctls Intl Plc4.82K$577K0.0%Held
Select Sector Spdr Tr13.5K$574.9K0.0%Held
Intuitive Surgical IncISRG1.01K$571.5K0.0%Held
American Wtr Wks Co Inc New4.38K$571.3K0.0%Held
Mettler Toledo International Inc/MTD409$570.2K0.0%Held
Baker Hughes Company12.5K$568.4K0.0%Held
PDD Holdings Inc.PDD5K$567K0.0%Held
Booz Allen Hamilton Hldg Cor6.71K$565.8K0.0%Held
Metlife Inc7.15K$564.2K0.0%Held
Amdocs LtdDOX7K$563.6K0.0%Held
Acm Resh Inc14.2K$559K0.0%Held
Jfrog LtdFROG8.94K$558.3K0.0%Held
Tri Pointe Homes Inc17.7K$558.1K0.0%Held
Realty Income CorpO9.79K$552.1K0.0%Held
Spdr Index Shs Fds12.9K$549.7K0.0%Held
Heritage Insurance Hldgs Inc18.7K$546.5K0.0%Held
Southern Copper Corp/SCCO3.79K$543K0.0%Held
Universal Health Rlty Income13.8K$541.1K0.0%Held
Spdr Series Trust17.8K$537.2K0.0%Held
Bank Of Nt Butterfield&Son L10.8K$537.1K0.0%Held
First Finl Bancorp Oh21.3K$532K0.0%Held
Valmont Inds Inc1.3K$523K0.0%Held
Amalgamated Financial Corp.AMAL16.3K$522.2K0.0%Held
Gap IncGAP20.2K$517.1K0.0%Held
Schwab Strategic Tr16.4K$515.3K0.0%Held
Williams Cos Inc8.56K$514.6K0.0%Held
Enhabit Inc55.2K$508.9K0.0%Held
Camden Ppty Tr4.52K$497.6K0.0%Held
Dynex Cap Inc35.5K$497.4K0.0%Held
Vanguard Intl Equity Index F10.8K$495.1K0.0%Held
Select Med Hldgs Corp33.3K$494.5K0.0%Held
Ab Active Etfs Inc12K$494.4K0.0%Held
Schwab Strategic Tr23.6K$493.7K0.0%Held
Blackrock Etf Trust Ii9.78K$493.2K0.0%Held
Csw Industrials, Inc.CSW1.67K$490.8K0.0%Held
Fresh Del Monte Produce IncDMC13.7K$488.1K0.0%Held
Costamare Inc30.8K$487.1K0.0%Held
Spdr Series Trust8.63K$485K0.0%Held
Copt Defense PropertiesCDP17.4K$483.7K0.0%Held
Smucker J M Co4.94K$483.6K0.0%Held
Diamondrock Hospitality CoDRH53.6K$480.3K0.0%Held
Aci Worldwide, Inc.ACIW10K$479.4K0.0%Held
Vanguard Growth Etf974$475.6K0.0%Held
Gorman Rupp CoGRC9.9K$472.7K0.0%Held
Sally Beauty Hldgs Inc33.1K$472K0.0%Held
Ameriprise Finl Inc951$466.3K0.0%Held
Ishares Tr3.13K$465.9K0.0%Held
Franklin Templeton Holdings8K$460.8K0.0%Held
Ishares Tr2.31K$460.5K0.0%Held
Vanguard Index Fds2.41K$459.5K0.0%Held
Tennant CoTNC6.22K$458.2K0.0%Held
Encore Cap Group Inc8.42K$457.4K0.0%Held
Select Sector Spdr Tr5.84K$453.7K0.0%Held
National Healthcare CorpNHC3.28K$449.7K0.0%Held
Gibraltar Inds Inc9.05K$447.3K0.0%Held
Modine Mfg Co3.35K$447.3K0.0%Held
T-Mobile Us Inc2.19K$445.3K0.0%Held
Waystar Hldg Corp13.6K$444.9K0.0%Held
Alarm Com Hldgs Inc8.65K$441.3K0.0%Held
Netscout Sys Inc16.3K$441.1K0.0%Held
Sun Ctry Airls Hldgs Inc30.1K$433.1K0.0%Held
Dole PlcDOLE28.7K$430.6K0.0%Held
Wabtec2.01K$428.8K0.0%Held
Vanguard Index Fds2.41K$428.2K0.0%Held
Varex Imaging CorpVREX36.5K$425.2K0.0%Held
United Cmnty Bks Blairsvle G13.6K$424.6K0.0%Held
Atlassian CorpTEAM2.58K$418.3K0.0%Held
Remitly Global, Inc.RELY30K$414K0.0%Held
Citizens Finl Svcs Inc7.25K$413.1K0.0%Held
Chemung Finl Corp7.39K$412.2K0.0%Held
Payoneer Global Inc.PAYO73.1K$410.8K0.0%Held
APA CorpAPA16.8K$410.8K0.0%Held
Coursera, Inc.COUR55.6K$409.2K0.0%Held
Deluxe CorpDLX18.3K$408.6K0.0%Held
Coeur Mng Inc22.8K$406.5K0.0%Held
Fedex CorpFDX1.4K$403.8K0.0%Held
Centene Corp Del9.8K$403.3K0.0%Held
EnersysENS2.74K$402.7K0.0%Held
Hanover Ins Group Inc2.2K$402.1K0.0%Held
Forum Energy Technologies In10.7K$395.4K0.0%Held
Tpg Mtg Invts Tr Inc46.2K$393.6K0.0%Held
Titan Intl Inc Ill50K$391.5K0.0%Held
AecomACM4.08K$388.9K0.0%Held
Hamilton Insurance Group, Ltd.HG13.9K$387.3K0.0%Held
Popular Inc3.1K$385.4K0.0%Held
Boeing Co1.75K$380K0.0%Held
Universal Ins Hldgs Inc11.2K$378.9K0.0%Held
New Jersey Res Corp8.2K$378.2K0.0%Held
SentinelOne, Inc.S25.2K$378K0.0%Held
Privia Health Group, Inc.PRVA15.9K$376.5K0.0%Held
Alliant Energy CorpLNT5.69K$370.2K0.0%Held
Ishares Tr2.5K$370.1K0.0%Held
Portland Gen Elec Co7.5K$359.9K0.0%Held
Fidelity Comwlth Tr3.92K$358.7K0.0%Held
Agilent Technologies, Inc.A2.63K$358.3K0.0%Held
J P Morgan Exchange Traded F6.24K$356.9K0.0%Held
Quantumscape CorpQS34.1K$355.3K0.0%Held
Olympic Steel Inc8.1K$346.6K0.0%Held
United Fire Group IncUFCS9.5K$345.3K0.0%Held
Ncs Multistage Hldgs Inc8.69K$343.1K0.0%Held
Legacy Housing CorpLEGH17.6K$342.9K0.0%Held
Ishares Tr5.15K$335.3K0.0%Held
Crown Castle Inc.CCI3.73K$331.1K0.0%Held
Myers Inds Inc17.6K$329.8K0.0%Held
Veralto CorpVLTO3.29K$328.5K0.0%Held
Fiserv IncFISV4.86K$326.4K0.0%Held
Icf Intl Inc3.83K$326.4K0.0%Held
Clearway Energy, Inc.CWEN10.3K$323.6K0.0%Held
Kaiser Aluminum CorpKALU2.8K$321.4K0.0%Held
Cirrus Logic, Inc.CRUS2.7K$319.9K0.0%Held
Strattec Sec Corp4.2K$319.8K0.0%Held
Linkbancorp Inc38.7K$319.3K0.0%Held
Lcnb CorpLCNB19K$311.6K0.0%Held
Adeia Inc.ADEA18K$310.5K0.0%Held
Affiliated Managers Group In1.08K$310.2K0.0%Held
Adt Inc Del38.4K$309.9K0.0%Held
Bristol-Myers Squibb Co5.72K$308.8K0.0%Held
Marsh & Mclennan Cos Inc1.66K$308.5K0.0%Held
Livanova PlcLIVN5K$307.6K0.0%Held
Spdr Series Trust1.77K$307.6K0.0%Held
Oil Sts Intl Inc45K$304.6K0.0%Held
Digi Intl Inc7K$303K0.0%Held
American Pub Ed Inc8K$302.2K0.0%Held
Ambarella IncAMBA4.2K$297.5K0.0%Held
Becton Dickinson & CoBDX1.53K$297.5K0.0%Held
Solaris Energy Infras Inc6.45K$296.6K0.0%Held
Radian Group IncRDN8.2K$295.1K0.0%Held
Lockheed Martin CorpLMT608$294.1K0.0%Held
Orion Group Hldgs Inc29.4K$292.2K0.0%Held
Ishares Tr3K$290.9K0.0%Held
Scholastic CorpSCHL9.8K$290.4K0.0%Held
Thermon Group Hldgs Inc7.8K$289.8K0.0%Held
Tutor Perini CorpTPC4.3K$288.2K0.0%Held
Lantronix IncLTRX48.9K$286.6K0.0%Held
Innovator Etfs Trust8.53K$285.7K0.0%Held
Allient IncALNT5.3K$284.9K0.0%Held
Wells Fargo Co New235$284.8K0.0%Held
Douglas Dynamics, IncPLOW8.7K$284.1K0.0%Held
Hamilton Beach Brands Hldg C17.3K$283.9K0.0%Held
Coinbase Global, Inc.COIN1.25K$283.6K0.0%Held
STERIS plcSTE1.12K$283.4K0.0%Held
Neogen CorpNEOG40.5K$283.1K0.0%Held
Nucor CorpNUE1.72K$281.2K0.0%Held
Ranger Energy Svcs Inc20.1K$281K0.0%Held
Mitek Sys Inc26.6K$280.6K0.0%Held
Acco Brands CorpACCO75.2K$280.5K0.0%Held
Lsi Inds Inc Ohio15.3K$280.3K0.0%Held
Agree Rlty Corp3.89K$280.2K0.0%Held
Covenant Logistics Group, Inc.CVLG12.7K$280.1K0.0%Held
California Res Corp6.26K$279.9K0.0%Held
Gates Indl Corp Plc13K$279.1K0.0%Held
Motorcar Pts Amer Inc22.6K$278.9K0.0%Held
Dover CorpDOV1.42K$278K0.0%Held
New York Times CoNYT4K$277.7K0.0%Held
Wec Energy Group, Inc.WEC2.63K$277.6K0.0%Held
Quinstreet, IncQNST19.3K$276.9K0.0%Held
Seneca Foods Corp New2.5K$276.1K0.0%Held
Johnson Outdoors IncJOUT6.5K$275.9K0.0%Held
Spdr Index Shs Fds6.11K$275.2K0.0%Held
3M COMMM1.72K$275.1K0.0%Held
Essex Ppty Tr Inc1.05K$275K0.0%Held
Onity Group Inc.ONIT6K$274.7K0.0%Held
Colony Bankcorp IncCBAN15.4K$274.1K0.0%Held
Atn Intl Inc12K$273.6K0.0%Held
Friedman Inds Inc13.3K$273K0.0%Held
Rocky Brands, Inc.RCKY9.3K$272.8K0.0%Held
Stoneridge IncSRI47.1K$272.6K0.0%Held
Diversified Energy CoDEC18.8K$272.2K0.0%Held
Avalonbay Cmntys Inc1.5K$272K0.0%Held
Luxfer Hldgs Plc20.1K$272K0.0%Held
Riley Exploration Permian In10.3K$271.9K0.0%Held
Penguin Solutions, Inc.PENG13.9K$271.9K0.0%Held
Winmark CorpWINA671$271.7K0.0%Held
monday.com Ltd.MNDY1.83K$270.8K0.0%Held
Enterprise Finl Svcs Corp5K$270K0.0%Held
Ooma IncOOMA23K$269.8K0.0%Held
CARRIER GLOBAL CorpCARR5.1K$269.7K0.0%Held
Middleby CorpMIDD1.8K$267.6K0.0%Held
Intest CorpINTT35.8K$267.4K0.0%Held
Nlight, Inc.LASR7.1K$266.3K0.0%Held
Yum Brands IncYUM1.76K$265.8K0.0%Held
Bandwidth Inc.BAND17.2K$265.7K0.0%Held
Oklo Inc.OKLO3.7K$265.7K0.0%Held
Innovator Etfs Trust5.65K$265.7K0.0%Held
Nerdwallet, Inc.NRDS19.6K$265.6K0.0%Held
Tredegar CorpTG37K$265.3K0.0%Held
Fox Corp3.63K$265.2K0.0%Held
Digital Rlty Tr Inc1.71K$265K0.0%Held
Ligand Pharmaceuticals Inc1.4K$264.7K0.0%Held
Genworth Finl Inc29.3K$264.6K0.0%Held
Bowman Consulting Group Ltd.BWMN8.01K$264.6K0.0%Held
Information Svcs Group Inc45.8K$264.5K0.0%Held
First Cmnty Corp S C8.91K$264.1K0.0%Held
Genie Energy Ltd.GNE19.1K$263.7K0.0%Held
Kilroy Rlty CorpKRC7.06K$263.7K0.0%Held
Invesco Exch Traded Fd Tr Ii3.69K$263.6K0.0%Held
Kimball Electronics, Inc.KE9.42K$262.1K0.0%Held
Citi Trends IncCTRN6.3K$261.8K0.0%Held
Pagaya Technologies Ltd12.5K$261.3K0.0%Held
Clean Energy Fuels Corp.CLNE124K$260.4K0.0%Held
Ishares Tr1.75K$260.2K0.0%Held
CareCloud, Inc.CCLD89K$259.7K0.0%Held
Quad/Graphics, Inc.QUAD41.4K$259.5K0.0%Held
Kinder Morgan Inc Del9.43K$259.2K0.0%Held
Maplebear Inc.CART5.75K$258.6K0.0%Held
Philip Morris Intl Inc1.6K$257K0.0%Held
Lxp Industrial Trust5.16K$255.6K0.0%Held
Extra Space Storage Inc.EXR1.95K$254.2K0.0%Held
Willdan Group, Inc.WLDN2.44K$252.9K0.0%Held
Medpace Hldgs Inc450$252.7K0.0%Held
Evi Inds Inc10.2K$252.2K0.0%Held
Ross Stores, Inc.ROST1.4K$252K0.0%Held
Sphere Entertainment Co.SPHR2.63K$249.9K0.0%Held
Transocean Ltd.RIG59.5K$245.7K0.0%Held
Rgc Res Inc11.5K$245.7K0.0%Held
Ishares Tr655$244.8K0.0%Held
Teekay Corp LtdTK27K$243.8K0.0%Held
Roblox CorpRBLX3.01K$243.6K0.0%Held
Ishares Tr3.63K$243.1K0.0%Held
Tegna Inc12.5K$242K0.0%Held
Alpha Metallurgical Resour I1.2K$240.7K0.0%Held
Universal Technical Inst Inc9.18K$240K0.0%Held
At&T Inc9.61K$238.7K0.0%Held
Ishrs 10 Yr Invest Grade4.72K$238.1K0.0%Held
HCA Healthcare, Inc.HCA504$235.3K0.0%Held
SI-BONE, Inc.SIBN11.9K$234.4K0.0%Held
Rogers CorpROG2.56K$234.2K0.0%Held
Commscope Hldg Co IncVISN12.9K$233.2K0.0%Held
Ibex LtdIBEX6.1K$233K0.0%Held
Nmi Hldgs Inc5.7K$232.5K0.0%Held
General Mls IncGIS4.96K$230.9K0.0%Held
Darling Ingredients Inc.DAR6.4K$230.4K0.0%Held
Cadence Bank5.35K$229.2K0.0%Held
Digital Turbine, Inc.APPS45.8K$229.1K0.0%Held
Stitch Fix, Inc.SFIX42.9K$225.3K0.0%Held
Weave Communications, Inc.WEAV29.6K$224.5K0.0%Held
Perma-Fix Environmental Svcs17.8K$224.1K0.0%Held
Celanese Corp Del5.3K$224.1K0.0%Held
Crane NXT, Co.CXT4.76K$224.1K0.0%Held
Primoris Svcs Corp1.79K$222.1K0.0%Held
Allegiant Travel CoALGT2.6K$221.7K0.0%Held
Spdr Series Trust1.59K$221.7K0.0%Held
Sempra2.5K$221.2K0.0%Held
NPK International Inc.NPKI18.4K$219.9K0.0%Held
Terex Corp New4.1K$218.9K0.0%Held
Innoviva, Inc.INVA10.9K$218.6K0.0%Held
Cytokinetics IncCYTK3.42K$217.6K0.0%Held
Telephone & Data Sys Inc5.3K$217.3K0.0%Held
Virtu Finl Inc6.5K$216.6K0.0%Held
Topgolf Callaway Brands CorpCALY18.5K$215.9K0.0%Held
Ribbon Communications Inc.RBBN74.8K$215.4K0.0%Held
Cleveland-Cliffs Inc New16.2K$215.1K0.0%Held
Zumiez IncZUMZ8.26K$215.1K0.0%Held
Haleon Plc21.3K$214.9K0.0%Held
Epr Pptys4.3K$214.6K0.0%Held
Rapid7, Inc.RPD14.1K$214.3K0.0%Held
Flexsteel Inds Inc5.42K$214K0.0%Held
Parker-Hannifin CorpPH243$213.6K0.0%Held
Great Lakes Dredge & Dock Co16.3K$213.6K0.0%Held
International Bancshares Cor3.2K$212.6K0.0%Held
Newmarket CorpNEU309$212.4K0.0%Held
Rf Inds Ltd36.6K$211.7K0.0%Held
Gold Com Inc6.2K$211.1K0.0%Held
Ameresco, Inc.AMRC7.2K$210.9K0.0%Held
Powell Inds Inc661$210.7K0.0%Held
El Pollo Loco Hldgs Inc20.1K$210.3K0.0%Held
AdaptHealth Corp.AHCO21.1K$209.7K0.0%Held
Lendingclub CorpHAPN11K$208.3K0.0%Held
Spdr Series Trust1.95K$208.3K0.0%Held
Energy Fuels IncUUUU14.3K$208.1K0.0%Held
Harmonic Inc.HLIT20.8K$205.7K0.0%Held
Lincoln Elec Hldgs Inc858$205.6K0.0%Held
Millicom Intl Cellular S A3.7K$205.2K0.0%Held
Coherent Corp.COHR1.11K$204.7K0.0%Held
Analog Devices IncADI753$204.2K0.0%Held
Interface IncTILE7.3K$204K0.0%Held
Dimensional Etf Trust2.72K$201.4K0.0%Held
Unity Software Inc.U4.54K$200.4K0.0%Held
Target Hospitality Corp.TH24.8K$198.6K0.0%Held
Zedge, Inc.ZDGE60.1K$197.1K0.0%Held
Grocery Outlet Hldg Corp19.3K$194.8K0.0%Held
Riot Platforms, Inc.RIOT15.2K$192.6K0.0%Held
Organogenesis Hldgs Inc36.8K$190.7K0.0%Held
Drilling Tools Intl Corp77.6K$190.2K0.0%Held
8x8 Inc New91.9K$181K0.0%Held
Lsb Inds Inc20.5K$174.3K0.0%Held
Valley Natl Bancorp14.2K$165.9K0.0%Held
Cytek Biosciences, Inc.CTKB29.3K$148K0.0%Held
CorMedix Inc.CRMD12.2K$141.9K0.0%Held
Fulcrum Therapeutics, Inc.FULC11.8K$133.2K0.0%Held
Erasca, Inc.ERAS35.2K$131.1K0.0%Held
Protara Therapeutics, Inc.TARA24.4K$130.1K0.0%Held
Uranium Energy CorpUEC10.4K$121.7K0.0%Held
Xeris Biopharma Holdings, Inc.XERS15.3K$120.1K0.0%Held
Nkarta, Inc.NKTX63.4K$117.3K0.0%Held
Zevra Therapeutics, Inc.ZVRA12.9K$115.6K0.0%Held
Bloomin' Brands, Inc.BLMN18.5K$114.1K0.0%Held
Niagen Bioscience, Inc.NAGE16.7K$106.2K0.0%Held
Neuberger High Yield St Fd I10.8K$80.6K0.0%Held
Actinium Pharmaceuticals, Inc.ATNM57.9K$78.7K0.0%Held
Ideal Pwr Inc20.4K$62.9K0.0%Held
Telos Corp Md12.3K$62.7K0.0%Held
SurgePays, Inc.SURG28K$46.7K0.0%Held
agilon health, inc.AGL42.2K$29K0.0%Held
PMV Pharmaceuticals, Inc.PMVP17.1K$21.3K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.